Making contributions to a tax efficient plan, or deciding what type of benefit to take once at retirement, can be bewildering. We aim to provide simple advice, no matter how complicated the arrangements.

Personal Pensions

A personal pension plan allows you to accumulate a tax-efficient fund of money, which will be used to provide you with lump sum and income benefits at your chosen retirement date.

Click here to download our free Personal Pensions Fact sheet

Options at Retirement

For the over 55’s, there are several options regarding how to take retirement benefits, each with different positive aspects and drawbacks.

Click below to find out more about these options.

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